We are live on ! Find out more
SJM icon

J.M. Smucker

843 hedge funds and large institutions have $10.4B invested in J.M. Smucker in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 275 increasing their positions, 320 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more call options, than puts

Call options by funds: $154M | Put options by funds: $119M

10% more capital invested

Capital invested by funds: $9.46B → $10.4B (+$968M)

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0.53% less ownership

Funds ownership: 81.67%81.14% (-0.53%)

1% less funds holding

Funds holding: 851843 (-8)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 320

Holders
843
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
91
Increased
275
Reduced
320
Closed
89
Calls
$154M
Puts
$119M
Net Calls
+$35.4M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
551
Atlas Wealth
Ohio
$252K -$245K -2,079 -50%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K -$23.6K -200 -9%
FFM
553
Forum Financial Management
Illinois
$251K +$707 +6 +0.3%
TNBTD
554
Trustmark National Bank Trust Department
Mississippi
$249K -$101K -859 -29%
SG
555
StoneX Group
New York
$248K +$1.3K +11 +0.5%
FFA
556
Farther Finance Advisors
California
$248K +$53K +450 +28%
PJWM
557
Philip James Wealth Mangement
Georgia
$247K +$240K +2,036 New
WCM
558
Wallace Capital Management
Texas
$246K +$240K +2,035 New
GA
559
Geller Advisors
New York
$245K +$238K +2,023 New
JAG
560
Journey Advisory Group
Kentucky
$244K
RFC
561
Regions Financial Corp
Alabama
$242K +$353 +3 +0.2%
BDA
562
Borer Denton & Associates
Pennsylvania
$242K
NFC
563
Northeast Financial Consultants
Connecticut
$242K
RG
564
Rathbones Group
United Kingdom
$242K
PFPT
565
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K
STA
566
Summit Trail Advisors
New York
$239K +$11.1K +94 +5%
SAG
567
SageView Advisory Group
California
$237K -$14.4K -122 -6%
KWA
568
Kingswood Wealth Advisors
California
$236K +$230K +1,952 New
PI
569
PFG Investments
New York
$236K -$1.18K -10 -0.5%
CSPIA
570
Cary Street Partners Investment Advisory
Virginia
$235K -$18.5K -157 -7%
MA
571
Mutual Advisors
Nebraska
$233K -$141K -1,193 -37%
SFI
572
SPC Financial Inc
Maryland
$233K +$226K +1,920 New
CAM
573
Congress Asset Management
Massachusetts
$232K
JC
574
Jentner Corp
Ohio
$231K
KA
575
Klingman & Associates
New York
$230K +$224K +1,902 New